Porter White Investment Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
48,010
+2,838
| +6% | +$119K | 0.93% | 17 |
|
|
2025
Q1 | $1.9M | Buy |
45,172
+15,022
| +50% | +$633K | 0.94% | 16 |
|
|
2024
Q4 | $1.22M | Buy |
30,150
+4,680
| +18% | +$189K | 0.62% | 17 |
|
|
2024
Q3 | $1.08M | Buy |
25,470
+7,591
| +42% | +$321K | 0.54% | 19 |
|
|
2024
Q2 | $730K | Buy |
17,879
+1,033
| +6% | +$42.2K | 0.39% | 25 |
|
|
2024
Q1 | $695K | Buy |
+16,846
| New | +$695K | 0.37% | 25 |
|